Assets Under Management
$23.6B
Number of Clients
1,139
Number of Advisors
33
Average Client AUM
$20.8M
AUM per Advisor
$716.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Summit Trail Advisors offers investment advisory services, financial planning, and related consulting to individuals, business entities, trusts, estates, charitable organizations, and pension and profit-sharing plans. They may recommend independent managers and private fund investments. They also offer family office services.
2 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, NY, 10017